Barbershop stylist pack

What each client fills in

Business name

How the texts and emails sign off.

Owner’s mobile

Rung for emergencies. Add a second number after a comma and the escalation goes there.

Owner’s email

Gets one line for every lead the workflow rescues.

Booking or quote link

Sent to a lead nobody has contacted after an hour.

AI model

The model the client’s key can use.

Business facts

Hours, area served, services, call-out fee, how to book: everything the bot may say, and nothing else.

When a person replies

In the customer’s words: “first thing tomorrow”, “within the hour”.

Review link

The page where a customer leaves a public review.

Reply by

When applicants hear back: “Friday”, “within a week”.

Must-haves

The hard requirements only: licence held, can work weekends, own transport.

Applicants sheet ID

The Google Sheet applications are logged to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

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• 

• Webhook URL (CRM or sheet)

• Telegram

  In Telegram, message @BotFather → /newbot → copy the token. Add the bot to the client’s group, or have the client message it once.

• 

  platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.

• Google Sheets

  In your own Google Cloud project: enable the Google Sheets API, then IAM & Admin → Service accounts → Create → Keys → Add key → JSON, and paste the file here. Then share each client sheet with the service account’s email (…@….iam.gserviceaccount.com) as an Editor. The account is yours; no Google review is needed.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Pick the client’s form that starts it
2. Connect the client’s Twilio (SMS), for “Text the owner: a person must reply”, “Tell them a person will call”, “Instant reply”, “Text the owner now”, “Escalate” and “The rescue”
3. Connect the client’s Resend (email), for “Email acknowledgement” and “Tell the owner”
4. Connect the client’s Webhook URL (CRM or sheet) (optional: the step can be turned off instead), for “Send to CRM or sheet”
5. Fill in Owner’s mobile (Rung for emergencies. Add a second number after a comma and the escalation goes there)
6. Fill in Business name (How the texts and emails sign off)
7. Fill in Booking or quote link (Sent to a lead nobody has contacted after an hour)
8. Fill in Owner’s email (Gets one line for every lead the workflow rescues)
9. Connect the client’s Telegram, for “A message is sent to the bot”, “Tell them a person will reply” and “Send the answer”
10. Connect the client’s Twilio (SMS), for “Text the owner: a person must reply” and “Text the owner”
11. Connect the client’s Anthropic, for “Answer from the facts”
12. Fill in Owner’s mobile (Texted when something needs a person now)
13. Fill in AI model (The model the client’s key can use)
14. Fill in Business name (How messages sign off)
15. Fill in Business facts (Hours, area served, services, call-out fee, how to book: everything the bot may say, and nothing else)
16. Fill in When a person replies (In the customer’s words: “first thing tomorrow”, “within the hour”)
17. Connect the client’s Twilio (SMS), for “Ask for a review”
18. Connect the client’s Resend (email), for “Ask who else they know”
19. Fill in Review link (The page where a customer leaves a public review)
20. Fill in Booking link (Where a customer picks a time)
21. Connect the client’s Resend (email), for “Acknowledge it” and “Tell the owner”
22. Connect the client’s Anthropic, for “Check the must-haves”
23. Connect the client’s Google Sheets, for “Log the application”
24. Fill in Reply by (When applicants hear back: “Friday”, “within a week”)
25. Fill in Must-haves (The hard requirements only: licence held, can work weekends, own transport)
26. Fill in Applicants sheet ID (The Google Sheet applications are logged to)
27. Fill in Owner’s email (Gets the summaries and the cases a person must handle)